Lead wealth planning strategy at BMO in Toronto, applying project leadership and analytical problem-solving across strategic initiatives.

As Senior Manager, you will guide assigned projects from business cases through execution while advising business groups across BMO. You will analyze strategic issues, recommend solutions, and coordinate stakeholders to support business priorities. The work includes data governance, change management, and operational program planning.

Key Responsibilities:

- Develop business cases and implement assigned strategic projects
- Analyze issues, data, and implications for recommendations
- Coordinate internal and external stakeholder alignment
- Build change management plans and lead implementation activities
- Monitor performance and address emerging issues

Requirements:

- Five to seven years of relevant experience
- Post-secondary degree or equivalent education and experience
- In-depth wealth management or financial industry knowledge
- Solid communication, collaboration, and influence skills
- English-French bilingual capability strongly preferred

Apply strategic analysis, stakeholder leadership, and change management expertise to wealth planning initiatives at BMO.

📌 Senior Wealth Planning Strategy Manager (Toronto)
🏢 BMO
📍 Toronto